Import hosts / employees using a CSV file
REQUIRED ACCESS
Admin
DIFFICULTY
Intermediate
ESTIMATED TIME
5 minutes
APPLIES TO MODULES
Dashboard
PREREQUISITES
• You are logged in to the VisitUs dashboard.
STEPS HEADING
Import via CSV
SUMMARY
Bulk import multiple hosts or employees at once using a CSV spreadsheet.
STEPS
1. Go to Hosts / Employees in the sidebar.
2. Click on the Add Host button in the top right.
3. Select the CSV tab in the modal window.
4. Click the Template button to download the example CSV file.
5. Open the template and add your hosts' details (First Name, Last Name, Email, etc.) in the correct columns.
– Do not change the header row.
6. Save the CSV file to your computer.
7. Back in the dashboard, drag your file into the upload box or click Choose file to select it.
8. Click Upload to import your hosts.
TROUBLESHOOTING
– Problem: Upload fails.
– Fix: Ensure all required fields (First Name, Last Name, Email) are filled for every row. Check for duplicate emails.